Registreer u om meldingen in te stellen voor instrumenten, economische gebeurtenissen en artikelen van de auteurs die u volgt.
Gratis registreren Heeft u al een account? Inloggen
Noteringen
Alle soorten instrumenten
- Alle soorten instrumenten
- Indexen
- Aandelen
- ETF's
- Fondsen
- Grondst.
- Valuta's
- Crypto
- Obligaties
- Certificaten
Probeer een andere zoekopdracht
🔥 Onze door AI geselecteerde aandelenstrategie Tech-titanen is in mei al 7,1% gestegen. Koop aandelen die HOT zijn.
KORTING van 40% benutten
Nicholas Fund (NICSX)
Toevoegen/Verwijderen van een Portfolio
Voeg toe aan Portfolio
94,71
+0,09
+0,10%
- Beoordeling Morningstar:
- Totale activa: 4,13B
Nicholas
94,71
+0,09
+0,10%
- Overzicht
- Profiel
- Historische Data
- Participaties
NICSX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Nicholas Fund. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van NICSX.
Contact Informatie
Adres
Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Telefoon
+1 8005446547
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Jeffrey J. Strong | Senior Research Analyst & Co-Porfolio Mgr | 2022 | now |
| Biografie | Jeff joined Nicholas Company in April 2021 as a senior research analyst. Jeff was named co-portfolio manager of Nicholas Fund, Inc. effective July 2021. Jeff is focused on stocks of all market capitalizations with a particular emphasis on the information technology sector. Prior to joining Nicholas Company, Jeff was a portfolio manager at the State of Wisconsin Investment Board, managing the Global Technology Portfolio for three years. Before that, Jeff was a research analyst for two years at Heartland Advisors, with primary emphasis on the technology, industrials, and consumer sectors. Jeff started his career in investment management at BMO Asset Management, where he was a senior equity analyst for eight years on the BMO Small and Mid-Cap Value Funds. Jeff earned his B.B.A. and M.B.A. from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program. He has also earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
| Michael L. Shelton | Portfolio Manager and Senior Research Analyst | 2016 | now |
| Biografie | Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee. Michael joined Nicholas Company in 2006. He serves as lead portfolio manager of Nicholas Equity Income Fund, co-portfolio manager of Nicholas Fund and is a senior research analyst. Michael has a depth of knowledge following years of covering the healthcare, technology and industrial sectors. Michael has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies. This experience has provided a sound basis for his adoption of the long held Nicholas investment philosophy and process. Prior to joining Nicholas Company, Michael worked for the Department of Defense Financing & Accounting Service as a financial analyst. He spent three years with Robert W. Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies. Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant. Michael has earned his CPA and CFA designations. He graduated magna cum laude from Miami University in Oxford, Ohio and obtained his MBA from The Ohio State University. He is a member of the CFA Society Milwaukee. | ||
| David O. Nicholas | CEO, President, CIO, Portfolio Manager | 2011 | now |
| Biografie | Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
| Albert O. Nicholas | President, Founder | 1969 | 2016 |
| Biografie | Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation. | ||
| David O. Nicholas | CEO, President, CIO, Portfolio Manager | 1996 | 2008 |
| Biografie | Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee. | ||
Laat weten wat u vindt van Nicholas Fund
Weet u zeker dat u deze grafiek wilt verwijderen?
Verwijderen Annuleren
Vervang de toegevoegde grafiek met een nieuwe grafiek?
Vervang Annuleren
Richtlijnen voor commentaar
Voeg Grafiek toe aan Commentaar
Blokkering bevestigen
Weet u zeker dat u %USER_NAME% wilt blokkeren?
Als u dit doet, kunnen u en %USER_NAME% geen publicaties meer van elkaar zien op Investing.com.
%USER_NAME% is toegevoegd aan uw lijst met geblokkeerde personen
Omdat u de blokkering van deze persoon net hebt opgeheven, moet u 48 uur wachten om hem/haar weer te kunnen blokkeren.
Rapporteer dit commentaar
Ik vind dit commentaar
Commentaar gemarkeerd
Bedankt!
Uw bericht is ter beoordeling verstuurd naar de moderatoren